Roth Financial Group, Merritt Island, Florida

Newsletters

Consider Munis for Tax-Free Income

Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Long-Term Care Self Insurance

Will you be able to afford nursing home care?